Annelise Sophia Kettmann

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 08/2019 → 06/2023
  'CAlifornia Polytechnic State University
  San Luis Obispo, CA
• 08/2023 → 06/2024
  Fulbright Spain
  Logrono
• 06/2024 → 08/2024
  Extended Travel
  Saratoga, CA
• 06/2022 → 01/2023
  Palo Alto Networks
  Santa Clara, CA
• 06/2019 → 09/2019
  Brookside Swim &Camp; Tennis Club Of Saratoga
  Saratoga, CA
• 07/2021 → 10/2021
  State Of California - 'BR Studnt Ast
  San Luis Obispo, CA
• 08/2015 → 06/2019
  Los Gatos High School
  Los Gatos, CA
• 09/2024 → Present
  Bank Of America, N.A.
  San Jose, CA

Other Businesses

I*4650280 Entity Type: Not for Profit Name of OBA: Junior League Address: San Jose, California, 95125 Investment Related: No Position, Title, Association: Coordinator Employee Start Date: 06/03/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0 Duties: We equip our Members with the hands-on experience necessary to address critical community challenges through strategic volunteer service and effective nonprofit partnerships that create measurable, sustainable change. Coordinate volunteer opportunities between partner organizations and members. I*4772296, Entity Type: Entity For Profit, Name of OBA: LOS ALTOS COUNTRY CLUB, Address: LOS ALTOS, California, 94024, Investment Related: N, Position, Title, Association: ["Employee"], Employee Start Date: 07/13/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: MY RESPONSIBILITY IS TO BE A HITTING PARTNER FOR THE 16 UNDER TENNIS TEAM TENNIS CLUB, PROVIDING LESSONS AND CLINICS TO KIDS

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26

Other Names

• Annie Kettmann
• Annelise Kettmann
• Annelise S Hoglund Kettmann
• Annelise Sophia Kettmann
• Annelise Sophia Hoglund Kettmann